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SEC RIN: 3235-AK13 Publication ID: Spring 2009 
Title: Interactive Data for Mutual Fund Risk/Return Summary 
Abstract: The Commission adopted rules requiring mutual funds to provide risk/return summary information in an interactive data format, which would improve its usefulness to investors. Under the rules, risk/return summary information could be downloaded directly into spreadsheets, analyzed in a variety of ways using commercial off-the-shelf software, and used within investment models in other software formats. Mutual funds will provide the risk/return summary section of their prospectuses to the Commission and on their Web sites in interactive data format using the eXtensible Business Reporting Language, XBRL. The interactive data would be provided as an exhibit to registration statements. 
Agency: Securities and Exchange Commission(SEC)  Priority: Substantive, Nonsignificant 
RIN Status: Previously published in the Unified Agenda Agenda Stage of Rulemaking: Completed Actions 
Major: No  Unfunded Mandates: No 
CFR Citation: 17 CFR 229.601    17 CFR 232.201    17 CFR 232.401    17 CFR 232.405    17 CFR 239.15A    17 CFR 249.220f    17 CFR 270.8b-33    17 CFR 274.11A   
Legal Authority: 15 USC 77e    15 USC 77f    15 USC 77j    15 USC 77s(a)    15 USC 77z-3    15 USC 78c    15 USC 78j    15 USC 78l    15 USC 78m    15 USC 78n    15 USC 78o(d)    15 USC 78w(a)    15 uSC 78jj    15 USC 78mm    15 USC 80a-6(c)    15 USC 80a-8    15 USC 80a-24(e)    15 USC 80a-29    15 USC 80a-37   
Legal Deadline:  None
Timetable:
Action Date FR Cite
NPRM  06/23/2008  73 FR 35442   
NPRM Comment Period End  08/01/2008    
Final Action  02/19/2009  74 FR 7748   
Final Action Effective  07/15/2009    
Regulatory Flexibility Analysis Required: Yes  Government Levels Affected: None 
Small Entities Affected: Businesses  Federalism: No 
Included in the Regulatory Plan: No 
RIN Information URL: ww.sec.gov/rules/proposed/2008/33-8929.pdf  
RIN Data Printed in the FR: Yes 
Agency Contact:
Alberto Zapata
Division of Investment Management
Securities and Exchange Commission
100 F Street NE,
Washington, DC 20549
Phone:202 551-6784
Email: zapataa@sec.gov